This episode is the seventh, and last, part of a series on our 7 Concepts of Financial Planning.

The takeaway: Managing your finances, assets and financial planning is a continual process that takes into account changes in your life and the world around you.

Ensure you undertake regular reviews of your financial planning arrangements and the organisation and performance of your assets to ensure these are performing as required, making changes where necessary.

Join our Managing Director, Mark Brown, as he discusses this concept with Divisional Director and Chartered Financial Planner, Liz Burrows.

Visit our website for more content: https://lffinancialplanning.co.uk/

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.